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Description
The Precise API is a streamlined solution that connects and aggregates business accounting data for enterprise users, including financial institutions, lenders, and fintechs. Offers essential insights into the financial health of business clients, including historical, real-time, and forecasted performance. The Precise API makes it simple to retain small business clients.
Description
Particeep, a fintech, provides banks, asset management companies, insurances, and their distributors with key solutions that enable them to distribute financial products and services online.
In addition to its open API, the company also offers white-label platforms that allow you to distribute financial services online in less time than a month.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Basiq
Yes
Clio
Yes
Exact Online
Yes
FreeAgent
Yes
FreshBooks
Yes
Harvest
Yes
Microsoft Dynamics 365 Business Central
Yes
NetSuite
Yes
Plaid
Yes
QuickBooks Online
Yes
Integrations
Basiq
No
Clio
No
Exact Online
No
FreeAgent
No
FreshBooks
No
Harvest
No
Microsoft Dynamics 365 Business Central
No
NetSuite
No
Plaid
No
QuickBooks Online
No
Pricing Details
First 25 Companies Free
ForwardAI’s pricing model is based on the number of connected companies per month. We define “Connected Company” as any Company that has been invited to share data with ForwardAI.
Free Trial
Yes
Free Version
Yes
Pricing Details
11880€/year
Annual licence
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
ForwardAI
Founded
2022
Country
Delaware | Vancouver | Toronto | Chandigarh
Website
www.forwardai.com
Vendor Details
Company Name
Particeep
Founded
2013
Country
France
Website
www.particeep.com
Product Features
Banking
ATM Management
No
Compliance Tracking
No
Corporate Banking
No
Credit Card Management
No
Credit Union
No
Investment Banking
No
Multi-Branch
No
Online Banking
No
Private Banking
No
Retail Banking
No
Risk Management
Yes
Securities Management
No
Transaction Monitoring
Yes
Financial Reporting
"What If" Scenarios
No
Audit Trail
No
Balance Sheet
Yes
Cash Management
No
Consolidation / Roll-Up
No
Forecasting
Yes
General Ledger
Yes
Income Statements
Yes
Multi-Company
No
Multi-Department / Project
No
Profit / Loss Statement
Yes
Financial Risk Management
Compliance Management
Yes
Credit Risk Management
Yes
For Hedge Funds
No
Liquidity Analysis
Yes
Loan Portfolio Management
No
Market Risk Management
No
Operational Risk Management
Yes
Portfolio Management
No
Portfolio Modeling
No
Risk Analytics Benchmarks
No
Stress Tests
Yes
Value At Risk Calculation
No
Product Features
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
Yes
Client Management
Yes
Commodities
No
Compliance Reporting
No
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
Yes
Fund Management
No
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
Yes
Portfolio Management
Yes
Risk Management
No
Online Banking
Brokerage
Yes
Cash Management
No
Chat / Messaging
No
Credit Card Management
No
Electronic Statements
No
Fraud Detection
No
Loan Management
Yes
Marketing Automation
Yes
Retail Banking
Yes
Single Sign On
Yes
Transaction Monitoring
Yes
P&C Insurance
Billing & Invoicing
No
Broker / Agent Portal
Yes
Claims Management
No
Commission Management
Yes
Customer Portal
No
Document Management
Yes
Insurance Rating
Yes
Marketing Automation
No
Policy Management
Yes
Quote Management
Yes
Reinsurance Administration
No
Underwriting Management
Yes
Subscription Management
Cancellation Management
No
Discount / Coupon Management
No
Dunning Management
No
Enrollment Management
Yes
Product Catalog
Yes
Recurring Billing
Yes
Revenue Recognition
No
Revenue Recovery Tools
No
Self Service Portal
Yes
Subscription Plan Management
No
Tax Management
No
Trial Management
No
Usage Tracking/Analytics
Yes